401(k) · DOL Form 5500 · 2022

The Morgridge Institute for Research, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
106
Participants Small participant base
77th
Percentile by assets National rank
$180,502
Avg per participant Above avg balance/head
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Official DOL plan name: Morgridge Institute for Research 401(k) Plan · Sponsored by The Morgridge Institute for Research, Inc. · Wisconsin · Professional & Technical Services

$19M in assets, 106 participants

The Morgridge Institute for Research, Inc.'s Morgridge Institute for Research 401(k) Plan reported $19M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,562 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Morgridge Institute for Research 401(k) Plan covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#16,562
in Professional & Technical Services (21,562 peers)
+15.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Morgridge Institute for Research 401(k) Plan's outsized position by total assets

Morgridge Institute for Research 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,133,250 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Morgridge Institute for Research 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morgridge Institute for Research 401(k) Plan sits mid-pack in the medium band (106 participants).

Published 5500 schedule card

Filing strip 208325570 · The Morgridge Institute for Research, Inc. PY 2022 · 401(k)

Morgridge Institute for Research 401(k) Plan · $19M · 106 · 77th

  • PART $19M
  • PART 106
  • PART 77th
  • PART 401(k)
  • PART near Voce 401(k) Profit Sharing Plan
  • PART ind #16562

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Wisconsin →

Morgridge Institute for Research 401(k) Plan in the asset neighbourhood

Air Force One, LLC 401(k) Profit Sharing PlanAir Force One, LLC 401(k) Pr…$19MMorgridge Institute for Research 401(k) PlanMorgridge Institute for Rese…$19MVoce 401(k) Profit Sharing PlanVoce 401(k) Profit Sharing P…$19MPartners Bank 401(k) Savings PlanPartners Bank 401(k) Savings…$19MFedrigoni US Employee Savings & Retirement PlanFedrigoni US Employee Saving…$19M
End-of-year total assets ($M) among Morgridge Institute for Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN208325570
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Morgridge Institute for Research, Inc.)

Sponsor-wide plan assets over time

All The Morgridge Institute for Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.13693962081716% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.1M $26.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 106 $19M
2023 1 115 $24M
2024 1 120 $26M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Morgridge Institute for Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Morgridge Institute for Research 401(k) Plan, Total assets ($B): 0.01913325 · Participants: 106Morgridge Institute for Research 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Morgridge Institute for Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Morgridge Institute for Research 401(k) Plan side-by-side with 3 peers →

Morgridge Institute for Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Voce 401(k) Profit Sharing Plan in PA ($19M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Morgridge Institute for Research 401(k) Plan assets move in 2022? ▼
Morgridge Institute for Research 401(k) Plan grew sharply - up 15.4% during 2022, from $17M to $19M. Reported net income was $3M.
How have The Morgridge Institute for Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Morgridge Institute for Research, Inc.'s sponsor-wide assets grew 38.1%, from $19M to $26M.
Where does Morgridge Institute for Research 401(k) Plan rank by assets among Form 5500 filers? ▼
Morgridge Institute for Research 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morgridge Institute for Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voce 401(k) Profit Sharing Plan in PA ($19M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Morgridge Institute for Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208325570.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.